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John Donaldson

John Donaldson

LPL Financial Advisor

I joined Family Wealth Management, LLC in February of 2025 and work as an LPL Registered Assistant & Planning Associate. I have an Associate of Arts Degree in Business Administration from Cowley County Community College, as well as a Certificate in the 1st Year Ministry program at Victory Bible College in Tulsa, OK. I also have over 10 years of customer service experience in a variety of venues. I am currently making the transition to being an LPL Financial Advisor. I look forward to shifting more of my focus on building relationships with current clients and new clients alike in collaboration with Michael Harvey to help clients work towards their financial goals, You can also call me for account inquires, requests, general service needs, and financial planning. I look forward to serving you in your financial journey.

John has earned his FINRA Series 6, 7, 63, and 65 registrations held through LPL Financial.